Saving for the Future: Workshop on Personal Finances

Saving for the Future: Workshop on Personal Finances.

Understand how to manage your finances today so that you are better prepared for the future. Learn from industry experts on the steps you can take to improve your financial literacy and decision-making skills related to a number of personal finance topics, including retirement planning, mortgage management, dealing with debt, etc.

Workshop Leaders

Linda N. Patchett, CFP® Woodward Financial Advisors, Inc

Kendra A Hudson, CFP® Woodward Financial Advisors, Inc

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Linda Patchett, CFP®

Mrs. Patchett is a CERTIFIED FINANCIAL PLANNERTM at Woodward Financial Advisors in Chapel Hill.  She graduated from Northwestern University, Chicago and has extensive experience in the financial services industry. Her career has taken her from Wall Street to personal financial planning and private wealth management.

She is the founder of Financial Savvy for Women, an educational seminar, and is currently an instructor at UNC-Chapel Hill’s Community Classroom: MoneySmarts for Women.

Mrs. Patchett frequently works with retired women, professionals and faculty at UNC and Duke, corporate professionals and families with complex financial issues. Her practice is focused on client goals and common sense decision-making.

Kendra A. Hudson, CFP®

Kendra is a financial planner at Woodward Financial Advisors in Chapel Hill. She received her bachelor’s degree from Duke University as well as attended the Duke program to become a CERTIFIED FINANCIAL PLANNER professional. Kendra is an instructor in UNC-Chapel Hill’s Community Classroom Series, teaching MoneySmarts for Women. She has a special interest in encouraging women to take charge of their financial lives. Kendra works with a wide range of clients – from retirees to working professionals – many of whom are or were employees of Duke or UNC.

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